Join RBC as an Investment and Retirement Planner in Abbotsford, Canada, offering customized investment solutions. Benefit from a supportive environment that fuels client acquisition and growth.
In this full-time position, you will prepare individualized investment strategies for RBC clients. Your role combines personal prospecting with internal support for referrals, allowing you to focus on building your client base. Employ your financial expertise with a range of proprietary and external resources to meet your clients’ needs.
Key Responsibilities:
• Deliver customized financial planning advice and investment solutions
• Acquire new clients and manage existing RBC assets
• Facilitate connections with appropriate RBC professionals
• Network effectively to foster external business opportunities
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of experience in financial planning
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